Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History

Geneos Wealth Management Inc.

$3.65 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 613 shares of CVY stock, worth $14,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares

613

Previous 413 48.43%

Holding current value

$14,865

Previous $10,000 50.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$24.8 - $26.45 $4,960 - $5,290	200 Added 48.43%	613 $15,000
Q2 2024 Jul 23, 2024	SELL	$24.48 - $25.93 $6,120 - $6,482	-250 Reduced 37.71%	413 $10,000
Q3 2022 Nov 14, 2022	SELL	$19.46 - $23.54 $11,481 - $13,888	-590 Reduced 47.09%	663 $13,000
Q1 2021 Jun 17, 2021	BUY	$19.84 - $23.66 $4,960 - $5,915	250 Added 24.93%	1,253 $30,000
Q2 2019 Sep 07, 2021	SELL	$20.9 - $22.3 $2,926 - $3,122	-140 Reduced 12.25%	1,003 $22,000
Q3 2018 Sep 07, 2021	SELL	$21.87 - $22.8 $9,710 - $10,123	-444 Reduced 27.98%	1,143 $25,000
Q2 2018 Sep 07, 2021	BUY	$21.19 - $22.65 $33,628 - $35,945	1,587 New	1,587 $34,000

Others Institutions Holding CVY

# of Institutions

Shares Held

771K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History